Chris Clemens
Haven Tower Group, LLC
424.317.4850
cclemens@haventower.com
News
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Securities America Recruits Pennsylvania-Based Advisory Group with $182 Million in Total Client Assets
July 18, 2019 | Press Releases
Nittany Brokerage Financial to benefit from Ladenburg's largest subsidiary’s stability, strong technology platform and support for both succession planning and practice acquisitions.
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Link to the Future, 2019 Seattle National Conference Recap
July 11, 2019 | Media Mentions
Ladenburg Thalmann invited 36 Link to the Future (LTTF) program participants, 19 of whom were sons and daughters of Securities America advisors, to join us at our Seattle National Conference. The LTTF program offers conference scholarships to university students who are majoring in business and have an interest in finance to allow them to attend a professional conference, where they can learn from experienced independent financial advisors and industry leaders.
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Securities America Welcomes Leo Gilroy-Solano
June 26, 2019 | Announcements
Securities America is pleased to welcome Leonard “Leo” Gilroy-Solano. The Grand Blanc, Michigan financial advisor brings total client assets of more than $33 million and is joining Forest Hills Financial, Inc. in Grand Rapids, Michigan.
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Securities America Introduces Virtual Assistant Solution to Provide Staffing Support for Affiliated Advisors
June 18, 2019 | Announcements
Securities America has launched a new Virtual Assistant solution that enables participating advisors to augment their staff with Securities America-trained support personnel who perform administrative and clerical tasks on a remote or ‘virtual’ basis. The program, successfully piloted last year, allows advisors to build out their teams and spend more of their time and energy serving clients.
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Ladenburg Thalmann Launches Women’s, Next-Gen Diversity Initiatives
June 17, 2019 | Media Mentions
Ladenburg Thalmann introduced a new initiative at the 2019 Seattle National Conference to support women and NextGen advisors. Three Securities America-developed programs form the core of the initiative, including the Super Women’s Summit, Link to the Future, and NxG Connect Study Group.
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When Developing A Continuity Plan, It Pays To Sweat The Details
June 12, 2019 | Media Mentions
When it comes to continuity planning, the good news is that more advisors have begun to develop written plans to protect their practices and clients in the event the advisor is unable to manage the business due to a crisis. The not-so-good news is that many of these plans still lack the depth of detail needed to fully protect their firms, employees and clients when the business is unable to operate as usual for any reason.
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Securities America Recruits Three Groups with Approximately $245 Million in Total Client Assets
May 23, 2019 | Press Releases
Securities America has recruited Miller & Hurt Wealth Advisors, Hill & Associates, and Duprez Financial. The three advisory practices bring approximately $245 million in client assets.
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Seven Questions With Tony Sirianni: Securities America
May 20, 2019 | Media Mentions
AdvisorHub’s Publisher and CEO, Tony Sirianni, sits with established leaders of the largest firms, as well as up and coming disruptors, so advisors can get a sense of how each firm addresses the same issues from different perspectives.
In this spotlight, Tony interviews Gregg Johnson, Executive Vice President of Branch Office Development at Securities America.
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2019 IA25 Independent Broker-Dealer Winners
April 30, 2019 | Media Mentions
Securities America President & CEO Jim Nagengast has been named one of the top leaders in the financial industry. He has been with the Omaha-based IBD — which works with about 2,600 financial advisors — since 1994. Last year, in his successful bid for a seat on the FINRA board of governors, he was supported by FSI, whose president and CEO Dale Brown called Nagengast a highly visible leader in the financial industry and his community.
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Securities America Recruits Meliora Wealth Management and Allied Financial Partners
April 23, 2019 | Press Releases
Securities America has recruited a group of six advisors with over $200 million in total client assets. The Rochester, New York-based group, which includes Meliora Wealth Management and Allied Financial Partners, is affiliating with Securities America through Evolution Financial Advisors, a Victor, N.Y.-based Super-OSJ with total client assets of more than $2.6 billion.
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